Merit Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $23.9B in regulatory assets under management, 470 employees, 65 offices, and 20,710 accounts.
Assets Under Management
$23.9B
Employees
470
Offices
65 offices
Total Clients
20,711
Primary office
ALPHARETTA, GA
2400 LAKEVIEW PARKWAY, SUITE 550, ALPHARETTA, GA, United States
Top client segmentIndividuals represent 75.8% of total clients.
Top client categories% of clientsClients
1
Individuals
75.8%
15,696
2
HNWI
21.0%
4,344
3
Pension Plans
2.1%
434
4
Corporations
0.9%
184
5
Charitable
0.3%
52
Additional categories (<0.1%)
Other Advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$23.9Bas of March 31, 2026
Discretionary100.0%
$23.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$5M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$23.9B
Total Accounts20,710
10Y AUM Change+$23.0B (+2710.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees470
Clients per Employee44:1
10Y Employee Change+411 (+696.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.